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Disclosery

Facet Wealth, Inc.: AGG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Facet Wealth, Inc. on AGG, newest first. How the timeline and the estimate are built.

Facet Wealth, Inc. held 142,416 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 142,416 shares
    Change vs previous 13F -1,456 shares

    0.2% of the 13F portfolio, value $14,096,369.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 143,872 shares
    Change vs previous 13F +64,122 shares

    0.25% of the 13F portfolio, value $14,282,157.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,750 shares
    Change vs previous 13F +655 shares

    0.14% of the 13F portfolio, value $7,986,983.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 79,095 shares
    Change vs previous 13F -1,990 shares

    0.16% of the 13F portfolio, value $7,929,298.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 81,085 shares
    Change vs previous 13F -8,502 shares

    0.18% of the 13F portfolio, value $7,996,640.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 89,587 shares
    Change vs previous 13F +5,329 shares

    0.23% of the 13F portfolio, value $8,759,853.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 84,258 shares
    Change vs previous 13F +20,816 shares

    0.22% of the 13F portfolio, value $8,211,760.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 63,442 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $6,199,527.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).